-99.2%
NVD vs WCC
+129.2%
-228.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +0.9% |
| 7D | +0.5% | +6.8% | -6.3% | +5.5% |
| 30D | -9.3% | -3.0% | -6.3% | -10.5% |
| 3M | -22.1% | +0.2% | -22.3% | -18.9% |
| 6M | -45.8% | +33.2% | -79.0% | -28.5% |
| YTD | -46.7% | +45.8% | -92.5% | -23.1% |
| 1Y | -59.5% | +68.4% | -127.8% | -32.8% |
| All | -99.2% | +129.2% | -228.4% | -97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling